Anic Equity¶
'#---------------------------------------------------------#'
Total return since start: 0.624 %¶
'#---------------------------------------------------------#'
Equity now: -----------------------------> 49619.43 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 43595.26 Kr¶
PnL: ---------------------------------------> -1280.32 Kr¶
DD now: ---------------------------------> -6.591 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-06-21 13:41:20.732578'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| BHG Group | 109 | 6.030000 | 1515.100000 | 92.100000 | 6.470000 | 1423.000014 |
| Profoto Holding | 7 | 2.390000 | 599.200000 | 17.200000 | 2.960000 | 581.999999 |
| Nederman Holding | 1 | -2.370000 | 206.000000 | 7.000000 | 3.520000 | 199.000000 |
| Hennes & Mauritz B | 6 | -1.210000 | 913.920000 | 1.920000 | 0.210000 | 912.000000 |
| Atrium Ljungberg B | 5 | 0.500000 | 898.500000 | -5.500000 | -0.610000 | 904.000000 |
| JM | 7 | 0.300000 | 942.900000 | -7.100000 | -0.750000 | 950.000002 |
| INVISIO | 15 | 0.210000 | 3562.500000 | -9.500000 | -0.270000 | 3571.999995 |
| Biotage | 1 | -2.180000 | 138.900000 | -10.100000 | -6.780000 | 149.000000 |
| Gränges | 10 | 0.980000 | 1028.000000 | -11.000000 | -1.060000 | 1039.000000 |
| ASSA ABLOY B | 4 | -0.690000 | 982.000000 | -11.000000 | -1.110000 | 993.000000 |
| Vitrolife | 3 | 1.280000 | 665.400000 | -11.600000 | -1.710000 | 677.000001 |
| AcadeMedia | 20 | -0.490000 | 965.200000 | -12.800000 | -1.310000 | 978.000000 |
| Eastnine | 6 | -2.190000 | 642.000000 | -15.000000 | -2.280000 | 657.000000 |
| OX2 | 12 | -1.390000 | 894.000000 | -15.000000 | -1.650000 | 909.000000 |
| Bufab | 3 | 0.060000 | 1060.200000 | -15.800000 | -1.470000 | 1076.000001 |
| BioGaia B | 8 | 0.820000 | 887.200000 | -16.800000 | -1.860000 | 904.000000 |
| Vitec Software Group B | 2 | -1.990000 | 1083.000000 | -21.000000 | -1.900000 | 1104.000000 |
| Latour B | 4 | -1.600000 | 834.400000 | -21.600000 | -2.520000 | 856.000000 |
| Investor B | 3 | -0.520000 | 634.350000 | -23.650000 | -3.590000 | 657.999999 |
| Addnode Group B | 7 | -1.260000 | 876.400000 | -28.600000 | -3.160000 | 904.999998 |
| Sandvik | 4 | -0.050000 | 818.000000 | -30.000000 | -3.540000 | 848.000000 |
| Creaspac SPAC | 40 | -0.210000 | 3804.000000 | -30.000000 | -0.780000 | 3834.000000 |
| Hoist Finance | 36 | 0.930000 | 981.000000 | -30.000000 | -2.970000 | 1010.999988 |
| Alimak Group | 12 | 0.120000 | 973.200000 | -33.800000 | -3.360000 | 1007.000004 |
| Sagax A | 4 | -2.290000 | 852.000000 | -34.000000 | -3.840000 | 886.000000 |
| Sagax B | 4 | -2.030000 | 850.400000 | -34.600000 | -3.910000 | 885.000000 |
| SKF B | 5 | -0.470000 | 944.000000 | -36.000000 | -3.670000 | 980.000000 |
| Hexatronic Group | 15 | -1.520000 | 1028.700000 | -42.300000 | -3.950000 | 1071.000000 |
| Byggmax Group | 33 | -1.270000 | 924.000000 | -43.000000 | -4.450000 | 966.999990 |
| EQT | 4 | -2.500000 | 828.000000 | -45.000000 | -5.150000 | 873.000000 |
| Catena | 2 | 0.050000 | 756.800000 | -49.200000 | -6.100000 | 806.000000 |
| Orrön Energy | 170 | -2.900000 | 1994.950000 | -51.050000 | -2.500000 | 2045.999980 |
| Platzer Fastigheter Holding B | 12 | -1.060000 | 898.800000 | -52.200000 | -5.490000 | 951.000000 |
| HEXPOL B | 8 | -5.690000 | 888.000000 | -69.000000 | -7.210000 | 957.000000 |
| Hexagon B | 26 | -1.110000 | 3346.200000 | -73.800000 | -2.160000 | 3420.000012 |
| VEF | 788 | -0.780000 | 1798.220000 | -104.780000 | -5.510000 | 1903.000300 |
| Sedana Medical | 93 | 0.580000 | 2579.820000 | -403.760000 | -13.530000 | 2983.577733 |
| TOTAL | 43595.260000 | -1280.320000 | -6.59054% | 44875.578016 |
Updated:¶
'2023-06-21 13:41:37.407871'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
